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“ Identifying Red Flags in D365 Project Discovery Calls ”

Undoubtedly, Microsoft 365 is an amazing tool for enterprises juggling multiple things together. This incredible product is a source of growth for many companies. However, businesses with a high probability of continuous scaling require constant attention for their systems. Therefore, they need to choose the right implementation partner. 

A good partner can accelerate your growth and success. However, the same partner can also be the reason for your downfall. No one likes that. But how do you know if your implementation partner is wrong? 

You can always identify some signs of trouble in D365 project discovery conversations. The discovery call is your way to ensure you are making the right choice. 

In this blog, we will talk about the common red flags to notice in the D365 project during your discovery calls. It is not easy, and you might need a set of questions and a bigger picture.  

Let us help you so you can overcome D365 implementation risks.

Common red flags in D365 project discovery calls

If you are new to this discovery call red flags, here are some of the Key indicators of issues during D365 discovery calls:

Red Flags in D365

Mostly when we discuss the projects in detail and all Q/A sessions are done still no work is done. They keep sending you more questions or excuses. 

Their lack of interest and urgency is worrisome. Yes, you might have a timeline, but if they are delaying every time you ask for an update, you need to look up closely and might want to get rid of the partner. 

Who will drive the process? Did they give you a name and ask you to stay in touch with them? Or did they just leave you hanging? Well, always ask about their implementation process and someone who has already worked on these types of projects. If possible, try to connect with all the main members of the team. 

Yes, they are in business and also looking for more revenue and growth. However, instead of focusing on processes, training programs, and integration options, they only focus on the price and payments. 

This might not seem like a major red flag initially, but with time, it can become a headache. So, try to stay up front and provide everything in writing. Keep the documents tracked and saved so the team can focus on work.

Did they tell you what D365FO should support now and in the future? Besides, do they have a vision for your project? What value can they add? 

If they have discussed these points in detail, that would be great. But if not, you might want to mark this company or team as a red flag, too.

Ask upfront: Could you give examples of similar projects you’ve executed successfully in our industry? Do they have a competent team, and can they introduce the team to you? 

Well, a partner who is sure of their competence will probably never mind offering you clarity on the team.

Did you ask? What is important in your business processes? Do they have an answer for it? If so, they will offer an individual approach with islands instead of an integrated chain solution. It is one of the significant factors to consider. 

Otherwise, it is the biggest red flag.

Never ignore any red flags in your D365 partner. Most often, you give them the benefit of the doubt, and they have no will to change. Regardless of how you approach and proceed with them, they will always be a problem. 

So, identify these red flags in the beginning if you don’t want any hurdles in your way of implementing and working on the D365 project. 

How do you prepare for the discovery calls?

Just identifying the red flags isn’t enough; you also need to understand that your preparation is important. Therefore, you need to ask a lot of questions so you can be quite clear on how the partner can help you.

 So, prepare yourself before you have to attend your discovery call. Here are some of the practical and effective tips for you. Some of the tips include:

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1
Define Your Objective: Outline your business goals clearly to guide communication and keep your vision in focus.
2
Understand Your Business Processes: Document existing procedures and identify pain spots to enable tailored solutions.
3
Identify Key Stakeholders: Identify the main stakeholders early on to ensure the solution meets their needs.
4
Budget and Timeline: Discuss your budgetary restrictions and timeframe objectives.
5
Integration Requirements: Describe any integration needs, especially if existing systems or third-party applications exist.

Bottom Line

Ultimately, all you need is the right partner, so you must prepare for it. You can identify the red flags only by asking the right and important questions. Project discovery red flags can help you choose the right partner for your Dynamics 365 projects. 

If you don’t want to get into trouble, let the DHRP team help you. Book your call now, and we can answer all your questions. With the knowledge and expertise of our competent team, we will be there to ensure your growth.

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